October 20, 2016
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Advisory Boards
Assemble the Best & Maximize the Returns
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Why Seek Client Input ?
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Why Seek Client Input ?
Benefits
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World Class Experience
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World Class Experience
New Opportunities
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World Class Experience
New Opportunities
Targeted Market Research
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World Class Experience
New Opportunities
Targeted Market Research
Client Loyalty
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World Class Experience
New Opportunities
Targeted Market Research
Client Loyalty
Benchmark
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Who Should I Select?
cross segment of clients / loudest voices / men
self-employed / planning / ease of relationship
couples / newer clients / business owner / staff
women / CPA / employed / attorney / vendors
community leaders / non-planning / advisors
retired / long-standing clients / COI / singles
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What Else Should I consider?
Suggested Follow-up
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Thank you for attending today’s
call.
SURGE Business Consulting developed its 20.20 Process specifically for
FIG and those financial services professionals who want to take what they
are building and drive it to further excellence. It is our goal to be that life
and business influence that helps you achieve those dreams you had
when first starting your business.
Want more information about SURGE ?
Visit www.surgebc.com or call Nic & John at 214.945.2605
www.surgebc.com | [email protected]